11.10 Cement Morning Post: Panjiang Co., Ltd. plans to build two wind farms; Dialogue: Zhou Yuxian talks about Chinese building materials; 2024 employee skills competition ends

2024-11-10 07:01:17

What is happening in the cement industry?

1、 11.9 Cement Evening News: Panjiang Co., Ltd. plans to build two wind farms

According to the Cement Evening News on November 9, Panjiang Co., Ltd. (600395) plans to invest in two wind farm projects through its holding and wholly-owned subsidiaries, which are located in Shaying Town, Guanling County and Maodong Township, Puding County, respectively, with a total investment of 1,115,185,600 yuan and a total installed capacity of 200 MW. These projects are in line with the relevant national objectives and policies and have good benefits, but there are risks of policy (such as changes in grid access policy) and operation (fluctuations in equipment prices, natural disasters affecting revenue).

2、 Tonight at 21:30 | CCTV Finance and Economics "Dialogue": Zhou Yuxian shares the thinking and practice of China's building materials "link" to the world and expand the "circle of friends"

In the global industrial chain supply chain system, the key is the close and smooth operation of upstream and downstream "gears". China's building materials industry has been working overseas for many years. In the process of internationalization, how to make the industrial chain and supply chain better and stronger has attracted much attention. At 21:30 on November 9, CCTV Finance and Economics "Dialogue", Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Materials, will share his thinking and practice of "linking" the world and expanding the "circle of friends", including relevant measures in the global industrial chain supply chain system, which is worth looking forward to.

3、 2024 "Beibu Gulf Port Cup" Staff Labor Skills Competition and Yufeng Group Staff Job Skills Competition Successfully Ended

On November 8, 2024, the "Beibu Gulf Port Cup" Workers'Labor Skills Competition and Yufeng Group Workers' Job Skills Competition ended in Liuzhou. The leaders of the trade union of the group attended the opening ceremony and observed and guided it. A total of 9 types of work participated in the competition, and 5 cement technology projects were included in the competition for two consecutive years. After three days of competition, the competition ended successfully. At the closing ceremony, the Secretary of the Party Committee of Yufeng Group affirmed that industrial workers are the hardest backbone of the group, emphasized the importance of building a team of industrial skilled workers, put forward the requirements of improving the relevant mechanism of talents, applying the results of competitions and utilizing innovative studios, and encouraged the award-winning workers to bring their enthusiasm back to their posts.

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Correlation

On June 16, the National Bureau of Statistics released the data of industrial production above the scale from January to May. From January to May, the output of photovoltaic cells was 306.31 million kilowatts, a decrease of 16.4% compared with the same period last year. Among them, the output of batteries in May was 66.19 million kilowatts, a decrease of 20.4% compared with the same period last year.

2026-06-16 14:25:19

The actual transaction price of some distribution channels has fallen below 0.70 yuan/W.

2026-06-12 16:42:15

There is a general expectation of price reduction in the industry, which will land one after another in the past two weeks.

2026-06-10 16:14:43

What is happening in the cement industry?

2026-06-08 07:02:04

Domestic concrete price statistics in May showed that the national concrete price fell by 0.31% annually and 10.06% year-on-year. In each region, there is a significant increase and decrease in price changes. The rise was more prominent in Shanxi, with a month-on-month increase of 1.73%, and Xinjiang also had a 1.02% increase. The decline was more obvious in Guizhou, with a month-on-month decline of 1.98%; Chongqing and Yunnan also had a larger month-on-month decline, with 1.52% and 1.55% respectively. In addition, there are some regions such as Inner Mongolia, Heilongjiang and other places where the ring price has not changed. On a year-on-year basis, most of the regions showed a downward trend.

2026-06-01 10:23:55

Digital New Energy DataBM. Com found that in May 20-27, six photovoltaic projects made new progress. The cumulative capacity of the above projects is 454 MW, and the construction units involve the companies of central enterprises such as Datang, State Energy Group and Huaneng.

2026-06-01 09:09:06

What is happening in the cement industry?

2026-06-01 07:02:04

The People's Court of Gaomi City, Shandong Province will conduct a public auction of transformers, photovoltaic equipment and other objects on the Taobao Judicial Auction Network Platform of the People's Court of Gaomi City from 10 A. M. on June 6 to 10 A. M. on June 7 (except for delays).

2026-05-28 16:47:32

Digital New Energy DataBM. Com has learned that the Intermediate People's Court of Wuxi City, Jiangsu Province, will auction 28100000 W photovoltaic modules (single glass/single crystal/solar panels with power of 600 W, 605 W, 665 W and 670 W respectively) from 10:00 on June 3 to 10:00 on June 4, 2026.

2026-05-27 17:33:10

Digital New Energy DataBM. Com learned that on May 21, the People's Court of Tianning District, Changzhou City, Jiangsu Province formally accepted the case of compulsory liquidation of Changzhou Qikun Photovoltaic Technology Co., Ltd.

2026-05-25 10:14:33

At present, the quotation of only three leading enterprises is maintained at more than 0.75 yuan/W.

2026-05-20 15:44:58

Meanwhile, in terms of industrial added value above the scale from January to April, the output of photovoltaic cells in April was 64.94 GW, down 25.5% year-on-year, and the cumulative output from January to April was 241.5 GW, down 15.3% year-on-year.

2026-05-18 13:35:13

In order to gain a competitive advantage over China, foreign espionage and intelligence agencies have carried out espionage and theft in strategic emerging areas such as rare earth, photovoltaic, semiconductor, high-end chips and artificial intelligence, and tried every means to steal our core technology and sensitive data in an attempt to grasp our strategic cards. We must have a new understanding of this.

2026-05-18 09:44:53

What is happening in the cement industry?

2026-05-18 07:02:09

What is happening in the cement industry?

2026-05-17 07:02:11

Three large factories slightly lowered their production schedules in May.

2026-05-13 18:15:09

Digital New Energy Data. Com has learned that recently, Jiangsu Yancheng Qingneng Guandong 120 MW Fishing-Light Complementary Project has officially started.

2026-05-12 11:44:52

Domestic concrete price statistics in April showed that the national concrete price rose slightly from the previous month and declined from the previous year. Prices in most regions have not changed much, and the rate of change in many regions is 0. The obvious change is in Liaoning, with an increase of 3.64%, while the decline in Chongqing is relatively prominent, with a decline of -2.41%. On a year-on-year basis, all regions showed a downward trend, with a relatively obvious decline of 18.63% in Shaanxi and a relatively slow decline of 1.33% in Hainan.

2026-05-06 11:13:45

On June 15, the launching ceremony of 2026 Hubei Energy Conservation Publicity Week was held in Han. Deng Xikun, Director of Cement Business of Huaxin Building Materials and Secretary-General of Provincial Cement Association, read out the Proposal for Energy Conservation and Carbon Reduction on behalf of Huaxin. As a benchmark enterprise of green low-carbon development in building materials industry, Huaxin will further cultivate carbon reduction technology, iterate green products, export industry standards, and promote the green transformation of the whole chain of building materials.